Steven Freed, financial advisor Boynton Beach FL
93 score

Steven Freed

CRD Number: 4539715
Current Firm: Vision Investment Advisors, LLC

Steven Freed (CRD# 4539715) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Boynton Beach, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Tax Advisors Of Palm Beach Inc. Boynton Beach, FL Sep 2015 - Current 1
Vision Investment Advisors Boynton Beach, FL Jan 2010 - Current 6
Vision Brokerage Services Boynton Beach, FL Nov 2009 - Current 7
Greenwave Financial Markets Delray Beach, FL Oct 2009 - Current 7
Unemployed Avenuta, FL May 2009 - Sep 2009 < 1
Tradestation Securities Plantation, FL Mar 2004 - Apr 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Steven E. Freed
Phone Number: 203-388-2700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $551,212
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, IL, LA, MA, MD, MI, ND, NE, NH, NJ, NV, NY, OR, SD, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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